Before your appointment

For your appointment...

What to bring

  • Any relevant information about what you own and owe (your assets and liabilities)
  • The full names and addresses of the people who you might want to leave your assets to (the beneficiaries). Because your Will is a legal document it's important everything is spelt correctly
  • Two forms of identification; at least one that includes a photograph such as your passport or drivers licence

Where to go

Some background reading

We have put together some information to help you understand more about Wills. It explains the following…

  • laws that can affect your Will
  • what it means to act as your Executor and Trustee
  • what an Enduring Power of Attorney (EPA) means

Contact us

If you have any questions you’d like answered before your meeting, or if you need to reschedule for any reason, please don’t hesitate to get in touch on 0800 371 471, or email us at